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Featured Articles
TodayApp Team Member Training Video
Here you can see a previous team member webinar that was recorded and will help team members get oriented with the program. It's a longer video, but it has valuable information.
Video: ECRM for Team Members
This short video will walk agents and team members through how to use the ECRM integration once it has been setup.
Daily Routine for Team Members
These are instructions on how a team member will use the TodayApp. Please note that different offices may use the system differently.
Agent/Admin: Practice Payroll Video
In this video, you will see how to assign a team member to your comp plan, run a comp report, and see where to check the data that was entered into the app.
Apple Mobile App
We are excited to announce that our Apple mobile app is back! You can find the app by searching the App Store for "TodayApp Pro".
Using ECRM Integration
How TodayApp and ECRM work together
Adding a New Team Member
You'll need their SF email address, time zone, first name, and last name. **PLEASE SEE THE LAST PARAGRAPH IF YOU ARE INTEGRATED WITH ECRM**
Collections
All Things ECRM Integration
8 Articles
Last updated on 09 Oct, 2025
Agent/Admin Getting Started
7 Articles
Last updated on 09 Oct, 2025
TodayApp 101
9 Articles
Last updated on 09 Oct, 2025
New Team Member Learning
10 Articles
Last updated on 09 Oct, 2025
Common Team Member FAQs
9 Articles
Last updated on 09 Oct, 2025
Compensation Help
4 Articles
Last updated on 09 Oct, 2025
Custom Reporting How-tos
4 Articles
Last updated on 09 Oct, 2025
Webinars and Training
2 Articles
Last updated on 09 Oct, 2025
Billing/Payment for your TodayApp Account
2 Articles
Last updated on 09 Oct, 2025
User Roles: Different Permission Levels for Different Roles
3 Articles
Last updated on 09 Oct, 2025
Customization
6 Articles
Last updated on 09 Oct, 2025
Latest Updates
1 Articles
Last updated on 09 Oct, 2025
Logging Sales (for non ECRM Integrated Accounts)
5 Articles
Last updated on 09 Oct, 2025
Past Training Videos
4 Articles
Last updated on 09 Oct, 2025
TodayApp Scripts
4 Articles
Last updated on 09 Oct, 2025
Tips For Working From Home
6 Articles
Last updated on 09 Oct, 2025
The Daily Win: A TodayApp Podcast
1 Articles
Last updated on 09 Oct, 2025